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Cornerstone Planning Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Cornerstone Planning Group’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$361 – 1543
2025
Q1 		$361 Buy
+4
New +$379 ﹤0.01% 1378

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cornerstone Planning Group's BBRE Position: Q2 2025 in Review

Cornerstone Planning Group sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2025, closing a stake of 4 shares — an estimated $361 sold.

Cornerstone Planning Group first reported a position in BBRE in Q1 2025 and held it in 1 quarter. The position peaked at $361 in Q1 2025. 56 funds tracked by Wall St. Rank hold BBRE as of Q2 2025.

  • Cornerstone Planning Group reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2025, an estimated $361.
  • Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $361 in Q1 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.